Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GURVINDERJIT S. BHULLAR, DDS, INC DBA NAPA VALLEY DENTAL GROUP
EIN 83-2369537Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
24
2119 JEFFERSON STREET - NAPA, CA 94559707-257-2400
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NAPA VALLEY DENTAL GROUP CASH BALANCE PLAN
CashBalance
Assets$1.2M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NAPA VALLEY DENTAL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$778K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NAPA VALLEY DENTAL GROUP CASH BALANCE PLAN | CashBalance | $1.2M | 11 | 2025 | |
| 001 | NAPA VALLEY DENTAL GROUP 401(K) PROFIT SHARING PLAN | 401k | $778K | 13 | 2025 |
Retirement plans